Paycom Software, Inc.

NYSE:PAYC Rapport sur les actions

Capitalisation boursière : US$5.9b

Paycom Software Dividendes et rachats

Dividende contrôle des critères 2/6

Paycom Software est une société versant des dividendes avec un rendement actuel de 1.08% qui est bien couvert par les bénéfices. La prochaine date de paiement est le 8th June, 2026 avec une date ex-dividende de 26th May, 2026.

Informations clés

1.1%

Rendement du dividende

24.1%

Rendement des rachats

Rendement total pour l'actionnaire25.2%
Rendement futur des dividendes1.2%
Croissance des dividendesn/a
Prochaine date de paiement du dividende08 Jun 26
Date ex-dividende26 May 26
Dividende par actionn/a
Ratio de distribution13%

Mises à jour récentes sur les dividendes et les rachats

Recent updates

Mise à jour de l'analyse Apr 26

PAYC: Early 2026 Buybacks Will Support Future Upside Potential

Narrative Update The analyst price target for Paycom Software has narrowed slightly, with the updated fair value moving from about $153.59 to $151.53 as analysts factor in a modestly lower future P/E and recent waves of both target cuts and increases tied to the company's large share repurchase activity and shifting sentiment across covering firms. Analyst Commentary Recent research updates on Paycom Software show a split between analysts who focus on the scale of the buyback and those who focus on execution risks and valuation reset.
Mise à jour de l'analyse Apr 10

PAYC: Early 2026 Buybacks And Index Shift Will Support Upside

Analysts have slightly increased their fair value estimate for Paycom to about $154. They cite recent price target increases that are tied to the company’s large share repurchase activity and management’s visible support for the stock at current levels.
Mise à jour de l'analyse Mar 27

PAYC: Aggressive Early 2026 Buybacks Will Support Future Upside

Analyst price targets for Paycom Software have ticked higher in recent research, with moves such as Cantor Fitzgerald lifting its target to $135 and Barclays to $150. Analysts point to the company’s refreshed share buyback authorization and sizable recent repurchases as key support for the updated valuations.
Mise à jour de l'analyse Mar 11

PAYC: Early 2026 Buybacks And Governance Changes Will Support Future Upside

Analyst fair value for Paycom has been revised slightly higher to $152.94 from $151.18, as analysts factor in the recent $135 and $150 price target increases and highlight the company's sizable early 2026 buyback activity as a sign of management confidence at current share levels. Analyst Commentary Analysts are reacting to Paycom's recent buyback activity and past target cuts with a mix of cautious optimism and lingering concern, which is showing up in a wide range of valuation views.
Mise à jour de l'analyse Feb 25

PAYC: Sector Repricing And Governance Reset Will Support Future Upside

Analysts have reduced their price target for Paycom Software, cutting the fair value estimate from about $197 to roughly $151 as they factor in slightly lower revenue growth, slimmer profit margins, and a reset to a lower forward P/E multiple. Analyst Commentary Recent research on Paycom points to a broad reset in expectations, with multiple firms cutting their price targets and adjusting models.
Seeking Alpha Feb 12

Paycom Software Q4: After The Massive Selloff, An Attractive Opportunity (Upgrade)

Summary Paycom Software, Inc. is upgraded to Buy after a 46% share price decline and improved profitability, now trading at a low 11x forward P/E. PAYC's Q4 results showed 10% revenue growth, expanding margins, and robust cash generation, despite a slowdown in top-line growth guidance for 2026. Flagship products like Beti and the new AI offering IWant are driving record 91% revenue retention and enhancing long-term profitability. With intrinsic value estimated at $156/share, PAYC offers ~33% upside; current valuation reflects AI disruption fears, but fundamentals remain strong. Read the full article on Seeking Alpha
Mise à jour de l'analyse Feb 10

PAYC: Sector Repricing And Stable Macro Will Support Future Upside

Narrative Update Analysts have trimmed their price targets on Paycom, with our fair value estimate moving from US$201.29 to US$197.18, citing refreshed sector outlooks, updated interest rate assumptions, and revised expectations around revenue growth, margins, and future P/E multiples. Analyst Commentary Recent Street research on Paycom has centered on recalibrating price targets and assumptions rather than shifting ratings in a dramatic way.
Mise à jour de l'analyse Jan 27

PAYC: Automation And Buybacks Will Support Margins As Expectations Reset

Analyst fair value estimates for Paycom Software have edged down by about $4 to roughly $201 per share, as analysts trim price targets across the software group and factor in a softer employment backdrop and updated rate expectations. Analyst Commentary Recent research updates on Paycom highlight a reset in expectations, with several firms lowering price targets and revisiting their assumptions around growth, employment trends and interest rates.
Mise à jour de l'analyse Jan 12

PAYC: Automation And Share Repurchases Will Support Durable Margins Despite Softer Subscriptions

Analysts have nudged their average price target on Paycom Software lower, trimming it by about US$3 to reflect updated interest rate assumptions, softer expectations around subscription growth, and more cautious views following recent target cuts from several research firms. Analyst Commentary Recent research updates point to a more mixed setup for Paycom, with price targets coming down but opinions split on how attractive the risk or reward looks from here.
Mise à jour de l'analyse Dec 27

PAYC: AI Automation Will Support Durable Margins Amid Moderating Subscription Momentum

Analysts have trimmed their fair value estimate for Paycom Software slightly to approximately $208.71 from about $209.94 per share, citing a weaker employment backdrop, more cautious management guidance, and expectations for high single digit subscription revenue growth rather than the stronger historical trajectory. Analyst Commentary Recent Street research reflects a more tempered stance on Paycom Software, with multiple firms reducing price targets while generally maintaining neutral or hold level ratings.
Mise à jour de l'analyse Dec 13

PAYC: Single-Database Platform And AI Usage Will Drive Long-Term Margin Expansion

Analysts have modestly reduced their price targets on Paycom Software to a mid to high $100s range, citing a softer employment backdrop, more cautious management guidance on subscription upside, and a balanced view between near term volatility and longer term growth and AI driven opportunities. Analyst Commentary Recent research updates reflect a more nuanced stance on Paycom, with price targets converging in a mid to upper range but with divergent views on how quickly growth and profitability can reaccelerate.
Mise à jour de l'analyse Nov 27

PAYC: Single-Database Architecture and AI Integration Will Drive Market Share Upside

Analysts have recently lowered their price targets for Paycom Software, with reductions ranging from $15 to $75 per share. They cite a subdued employment market and a cautious management outlook as primary factors behind the shift.
Mise à jour de l'analyse Nov 11

PAYC: Sector Momentum and Single-Database Architecture Will Drive Medium-Term Upside

Paycom Software's analyst-derived fair value estimate has been reduced from $242.75 to $209.94. Analysts attribute the adjustment to tempered subscription-revenue growth expectations, evolving management guidance, and a less robust employment market outlook.
Mise à jour de l'analyse Oct 28

AI And Automation Will Strengthen Workforce Management And Drive New Efficiencies

Paycom Software's consensus analyst price target was modestly reduced from $246.69 to $242.75 per share. Analysts cite a mix of ongoing industry volatility and evolving growth expectations as factors supporting the adjustment.
Mise à jour de l'analyse Oct 13

AI And Automation Will Elevate HR Workforce Management

Analysts have slightly lowered their fair value estimate for Paycom Software to $246.69 from $249.25. They cite tempered profit margin and growth projections, despite continued optimism about the company’s AI initiatives and operational resilience.
Mise à jour de l'analyse Sep 27

AI And Automation Will Elevate HR Workforce Management

Analysts modestly raised their price target for Paycom Software to $249.25, citing robust AI-driven product innovation, strong free cash flow outlook, and confidence in sustained growth despite sector headwinds. Analyst Commentary Bullish analysts highlight Paycom's strong positioning to benefit from AI trends, citing its single database architecture and history of innovation as strategic advantages.
Article d'analyse Sep 16

Paycom Software (NYSE:PAYC) Will Want To Turn Around Its Return Trends

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...
Article d'analyse Aug 10

Results: Paycom Software, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts

NYSE:PAYC 1 Year Share Price vs Fair Value Explore Paycom Software's Fair Values from the Community and select yours...
Article d'analyse Aug 05

Is There An Opportunity With Paycom Software, Inc.'s (NYSE:PAYC) 26% Undervaluation?

Key Insights Paycom Software's estimated fair value is US$311 based on 2 Stage Free Cash Flow to Equity Paycom...
Article d'analyse Jun 30

Should You Think About Buying Paycom Software, Inc. (NYSE:PAYC) Now?

Paycom Software, Inc. ( NYSE:PAYC ) saw a decent share price growth of 18% on the NYSE over the last few months. The...
Article d'analyse May 30

The Returns On Capital At Paycom Software (NYSE:PAYC) Don't Inspire Confidence

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Article d'analyse May 15

Weak Statutory Earnings May Not Tell The Whole Story For Paycom Software (NYSE:PAYC)

The market rallied behind Paycom Software, Inc.'s ( NYSE:PAYC ) stock, leading do a rise in the share price after its...
Seeking Alpha Jan 30

Paycom: Stay The Course

Summary Over the past year, Paycom has generated double-digit returns, in line with other cloud computing stocks. Paycom's transition to more automated suite of products appears to be seeing strong traction in the market. PAYC's operating cash flow generation keeps getting better, and with CAPEX poised to dip by 10% next year, the prospect of better shareholder rewards looks likely. PAYC continues to face EBITDA margin pressure, while the short interest has picked up in recent months. PAYC recouped its 200DMA in October, the first time in 15 months, and is now consolidating below its channel boundary. Read the full article on Seeking Alpha
Seeking Alpha Nov 21

Paycom Software: Analyzing Growth Potential Amid Operational Challenges

Summary Paycom Software offers a scalable SaaS HCM solution with high margins and strong customer retention, targeting medium to large companies to streamline HR processes. Despite impressive historical growth and a clean balance sheet, recent revenue growth has slowed, and operational costs have risen, raising concerns. The company's valuation is ambitious, requiring significant growth, particularly through international expansion, which carries execution risks and competitive challenges. Read the full article on Seeking Alpha
Seeking Alpha Nov 05

Paycom Q3 Results: Investors Loved The Results, But I Am Not Convinced

Summary Paycom Software, Inc.'s Q3 earnings report showed decent numbers, but the market's 22% positive reaction was overly optimistic, given modest growth and margin declines. The company reported $451.9M in revenue (+11.2% y/y) and beat analysts' estimates, but efficiency and profitability metrics slightly declined. Paycom's automation features like Beti and GONE are valuable, but broader awareness and aggressive sales efforts are needed to boost revenue growth. Despite strong financials and promising automation, I maintain a hold rating due to the current high valuation and need for improved revenue growth and margins. Read the full article on Seeking Alpha

Versement prochain du dividende

Aujourd'huiMay 08 2026Date ex-dividendeMay 26 2026Date de paiement du dividendeJun 08 202613 days à partir de Ex DividendeAchetez dans le prochain 17 days pour recevoir le dividende à venir

Stabilité et croissance des paiements

Récupération des données sur les dividendes

Dividende stable: Bien que les paiements de dividendes soient restés stables, PAYC verse un dividende depuis moins de 10 ans.

Dividende croissant: PAYC ne verse de dividendes que depuis 3 ans, et depuis lors, les paiements n'ont pas augmenté.


Rendement des dividendes par rapport au marché

Paycom Software Rendement des dividendes par rapport au marché
Comment le rendement du dividende de PAYC se compare-t-il à celui du marché ?
SegmentRendement du dividende
Entreprise (PAYC)1.1%
25% du marché (US)1.4%
25% du marché (US)4.2%
Moyenne du secteur (Professional Services)2.6%
Analyste prévisionnel (PAYC) (jusqu'à 3 ans)1.2%

Dividende notable: Le dividende de PAYC ( 1.08% ) n'est pas notable par rapport aux 25 % des payeurs de dividendes les plus faibles du marché US ( 1.41% ).

Dividende élevé: Le dividende de PAYC ( 1.08% ) est faible par rapport aux 25 % des premiers payeurs de dividendes du marché US ( 4.23% ).


Bénéfice distribué aux actionnaires

Couverture des revenus: Grâce à son faible ratio de distribution (13.1%), les dividendes versés par PAYC sont entièrement couverts par les bénéfices.


Paiement en espèces aux actionnaires

Couverture des flux de trésorerie: Avec son faible cash payout ratio (15.8%), les paiements de dividendes de PAYC sont bien couverts par les flux de trésorerie.


Découvrir des entreprises qui versent des dividendes élevés

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/07 19:03
Cours de l'action en fin de journée2026/05/07 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Paycom Software, Inc. est couverte par 36 analystes. 19 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Mark MarconBaird
Raimo LenschowBarclays
Daniel JesterBMO Capital Markets Equity Research